Medallion Wealth Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Medallion Wealth Advisors’s Portfolio LQD Stock Details LQD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$31.1K	Sell	285 -43	-13%	-$4.74K	0.01%	570
2025 Q4	$36.2K	Buy	328 +2	+0.6%	+$222	0.01%	523
2025 Q3	$36.3K	Buy	326 +2	+0.6%	+$220	0.01%	519
2025 Q2	$35.5K	Sell	324 -173	-35%	-$18.6K	0.01%	521
2025 Q1	$54K	Sell	497 -39	-7%	-$4.2K	0.02%	417
2024 Q4	$57.3K	Buy	+536	New	+$58.6K	0.03%	386

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Medallion Wealth Advisors's LQD Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 13% in Q1 2026, selling an estimated $4.74K and leaving 285 shares worth $31.1K. The position accounts for 0.01% of the portfolio, ranked #570.

Medallion Wealth Advisors first reported a position in LQD in Q4 2024 and has held it in 6 quarters since. The position peaked at $57.3K in Q4 2024. 1,098 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

Medallion Wealth Advisors held 285 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $31.1K as of Q1 2026.
Medallion Wealth Advisors sold 43 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $4.74K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #570 holding.
Medallion Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $57.3K in Q4 2024.
1,098 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.